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Assets Under Advisement1
Clients
Served1
%
Employee Owned
Owner
Associates1
One of the Largest Investment Consultants Worldwide2
Fee-Only Independence and Unbiased Advice Aligned with Your Goals
Co-Fiduciaries
Since 1993
%
Client Retention Year-to-Year
%
Advisors and Research Team Members with Advanced Designations
Client First. Every Opportunity. Every Interaction.
Your Success is Our Only Interest
As your Investor Advocates® and a leading independent, fee-only investment consulting firm, we’re not influenced or obligated to serve any interest but yours. Since 1993, we’ve provided commission-free and conflict-free advice to clients like you, stewarding their investments thoughtfully, faithfully—and successfully.
